Stocks making the biggest moves premarket: USA Rare Earth, Estee Lauder, Rocket Lab and more

Pre-market trading saw Bloom Energy surge 26% on a $5 billion partnership with Brookfield Asset Management to install fuel cells in AI data centers. Warner Bros. Discovery gained over 4% after reportedly rejecting Paramount Skydance's $20/share buyout offer, with potential for a higher bid. Meanwhile, U.S. rare earth miners, including USA Rare Earth and Critical Metals, climbed 11-18% following President Trump's threats against China's export controls. Other notable movers included Estee Lauder, up 4% on a Goldman Sachs upgrade, and StubHub, which advanced 5% after bullish post-IPO research coverage.

Analysis

Bloom Energy surged 26% following a $5 billion partnership with Brookfield Asset Management, strategically positioning its fuel cell technology for artificial intelligence data centers, a high-growth sector. Concurrently, U.S. rare earth miners, including USA Rare Earth and Critical Metals, saw significant gains of 11-18% after President Trump's threats of retaliation against China's export controls, highlighting geopolitical influence on critical raw material supply chains.

Warner Bros. Discovery rallied over 4% after reportedly rejecting a $20/share buyout offer from Paramount Skydance, suggesting potential for a higher bid or alternative strategic moves. Several companies benefited from positive analyst coverage, with Estee Lauder gaining 4% on a Goldman Sachs upgrade citing a 30% upside and a fundamental inflection point, and Rocket Lab jumping nearly 6% after Morgan Stanley raised its price target to a Street high.

Further positive sentiment was observed with Shake Shack adding 2% on a Jefferies upgrade to hold, and Sprouts Farmers Market rising 2% on an RBC Capital upgrade projecting a 44% upside based on sales growth. StubHub also advanced 5% following bullish post-IPO research initiations, underscoring a broader market appetite for growth and strategic positioning across diverse sectors.

Key Decisions for Investors

• Investors should evaluate Bloom Energy's long-term growth potential given its strategic $5 billion partnership with Brookfield Asset Management, which positions it strongly within the expanding AI data center infrastructure market.
• Monitor geopolitical developments concerning rare earth export controls, as these policies significantly impact U.S. miners like USA Rare Earth and Critical Metals, presenting both opportunities and regulatory risks.
• Consider the implications of Warner Bros. Discovery's rejection of Paramount Skydance's buyout offer, as this could signal ongoing M&A activity or a re-evaluation of the company's intrinsic value by potential suitors.
• Review analyst upgrades for Estee Lauder, Rocket Lab, Sprouts Farmers Market, and Shake Shack, as these indicate potential inflection points or re-rated valuations that could drive further stock performance.